Automating rule-based and repetitive tasks can reduce the completion time by 50% – 80%. Robotic Process Automation is becoming a reality for organizations all over the world. Around 98% of IT leaders agree that RPA services implementation will lead to better business outcomes. In this article, we provide an RPA checklist that will assist you in implementing RPA the right way.
As a modern business, focusing on digital transformation is a priority. Following the conventional methods entails higher cost, no-growth in operational efficiencies and a traditional system of process execution – all of which seems outdated and doesn’t match the time’s businesses are operating in today.
RPA services checklist: How it helps modern businesses
Before you look at the RPA process checklist, let’s understand how it will help your business. You would not want your business to spend a lot of time on mundane tasks. Being a progressive enterprise, your primary focus would be to inculcate innovation and bring a cultural shift that drives your business towards growth.
From businesses small to big, RPA methodology benefits every organization. Today, RPA implementation is growing at a rapid pace, and no statistics seem to say the true story.
However, there are several common areas where Robotic Process Automation(RPA) checklist is helping businesses drive maximum efficiency from their processes. The three primary operations include:-
- Invoice processing
Invoices have different formats and file structures. RPA bots extract data from all types of invoices and integrate into the accounting system for processing. The entire process of invoice automation involves a bot reading the invoice folder, gathering the invoice data and sending it to the appropriate system for the next step.
- Report generation
Creating reports is a tedious task – one that takes away the creativity from an employee. RPA services utilize bots that can collect information from different sources and structure it in a presentable reporting format. These bots search for the information and dissect it into the format of your report.
- Customer service
Robotic Process Automation implementation is highly effective in customer service. You can integrate bots to acquire the right information at the right time to serve the customers. It reduces the need to switch between applications for gathering information. RPA bots can also collect customer information by integration with forms and surveys.
Apart from these, RPA solutions are heavily impacting the analytics process, employee onboarding, payroll management, and information gathering. With the help of a single click, you can trigger a bot that will complete the desired action based on a set of rules.
Read these 11 extra essential use cases of RPA for businesses in different industries like healthcare, finance and many more.
Let’s move on to the RPA implementation steps phase and the RPA deployment checklist you need.
RPA services checklist: questions to ask before implementation
More than 35% of RPA initiatives fail in just one year of implementation. While you may consider RPA solutions as a foolproof system for achieving efficiency, it only works where it is supposed to.
What this means is that automation is not for every process. If there are operations that are already working at maximum efficiency and there’s no need for RPA implementation, then you should skip it.
But more often than not, unrealistic expectations are also a significant issue with Robotic Process Automation solutions. Failing to meet these expectations, decision-makers deem RPA has an unsuccessful initiative.
You can save your RPA efforts from failure by asking a set of questions that will clear a million doubts before you implement. This RPA services checklist will also help you understand the scope of Robotic Process Automation solutions in your organization.
Question 1 – What part of the process should you automate?
While you can easily identify which processes need Robotic Process Automation services, the important thing is to recognize what part needs automation. Some functions need complete automation while for some, partial automation also works well.
For example, if you are automating a report generation process, would you achieve maximum efficiency and insights by automating data extraction or the complete process? Common sense says that creating the report requires human wisdom, which RPA cannot provide.
You need to identify whether the process has activities that are suitable for automation or not. The right tasks for RPA implementation will be repetitive, rule-based, have data inputs, have a sequence, and will validate data from multiple sources.
An essential aspect is to ask the benefit you will get from either full automation or partial automation. Commonly, RPA bots automate back-office operations and run 24×7 to maximize productivity.
Question 2 – Is your business ready for RPA implementation?
You may have decided that Robotic Process Automation is the way to go for your business. The biggest mistake is to see RPA as an IT aspect. It is more of a cultural change that will disrupt how your organization works today.
There are two things that your employees will be concerned about – First is that RPA will take over their job functions and leave them without any work. Second is what will happen if RPA does their job and they are forwarded to unknown job roles.
Adopting RPA is a management priority. You must ensure that your business is ready for RPA implementation steps. With RPA, you’ll have an additional capacity of employees who will have a responsibility to produce value-added outcomes through their new job roles.
You have to also oversee that there is a team to manage RPA bots at the operational level. Training a team to supervise the internal automation processes is crucial. It entails that you must first build internal capabilities for RPA services management before implementing it enterprise-wide.
This 7-step guide for RPA implementation will assist you in automating the right processes when you are ready for RPA.
Question 3 – Should you automate all the processes of your enterprise?
Needless to say, it is not possible to automate every activity. Around 45% of your processes are perfect for automation, several RPA studies showcase. While RPA solutions are not the answer to every problem, it will give your staff more time to come up with creative solutions for challenges.
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